Risk Management – Advisor's Edge https://uat-phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Fri, 18 Dec 2020 21:50:07 +0000 en-CA hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Risk Management – Advisor's Edge https://uat-phoenix.advisor.ca 32 32 Financial advice for your favourite TV characters https://uat-phoenix.advisor.ca/advisor-to-client/financial-planning/financial-advice-for/ Wed, 07 Jun 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/financial-advice-for/ Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our favourite fictional characters

The post Financial advice for your favourite TV characters appeared first on Advisor's Edge.

]]> Renovate your home for aging in place https://uat-phoenix.advisor.ca/advisor-to-client/risk-management/renovate-your-home-for-aging-in-place/ Mon, 08 May 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/renovate-your-home-for-aging-in-place/ Cost considerations for aging at home

The post Renovate your home for aging in place appeared first on Advisor's Edge.

]]> Modern Family’s Claire Dunphy gets succession planning help https://uat-phoenix.advisor.ca/advisor-to-client/financial-planning/modern-familys-claire-dunphy-gets-succession-planning-help/ Tue, 22 Nov 2016 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/modern-familys-claire-dunphy-gets-succession-planning-help/ Though Claire, who is in her 40s, is years away from retirement, there are several reasons why creating a succession plan for the family business is a good idea

The post Modern Family’s Claire Dunphy gets succession planning help appeared first on Advisor's Edge.

]]> Why you need to build a company that can run without you https://uat-phoenix.advisor.ca/advisor-to-client/financial-planning/why-you-need-to-build-a-company-that-can-run-without-you/ Sat, 22 Oct 2016 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/why-you-need-to-build-a-company-that-can-run-without-you/ Entrepreneurs who are too hands-on can hold their companies back. How to let your staff make decisions without losing control.

The post Why you need to build a company that can run without you appeared first on Advisor's Edge.

]]> Help clients manage through divorce https://uat-phoenix.advisor.ca/advisor-to-client/risk-management/help-clients-manage-through-divorce/ Mon, 03 Oct 2016 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/help-clients-manage-through-divorce/ Divorce is never easy, so your clients may lean on you if their marriages break down

The post Help clients manage through divorce appeared first on Advisor's Edge.

]]> Estate planning advice for Mindy Lahiri https://uat-phoenix.advisor.ca/advisor-to-client/financial-planning/financial-advice-for-mindy-lahiri-part-2/ Wed, 28 Sep 2016 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/financial-advice-for-mindy-lahiri-part-2/ How should she budget and save for her son’s future as well as her own?

The post Estate planning advice for Mindy Lahiri appeared first on Advisor's Edge.

]]> Options if you can’t afford a pre-nup https://uat-phoenix.advisor.ca/advisor-to-client/risk-management/cant-afford-a-pre-nup-consider-these-options/ Mon, 12 Sep 2016 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/cant-afford-a-pre-nup-consider-these-options/ When you and your spouse tie the knot, you'll opt into an intricate legal and financial framework

The post Options if you can’t afford a pre-nup appeared first on Advisor's Edge.

]]> New rules for overseas visitors https://uat-phoenix.advisor.ca/advisor-to-client/risk-management/expecting-overseas-visitors-tell-them-about-this-new-rule/ Wed, 07 Sep 2016 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/expecting-overseas-visitors-tell-them-about-this-new-rule/ New rule came into effect September 30, 2016

The post New rules for overseas visitors appeared first on Advisor's Edge.

]]> Catch Me If You Can shows the sad side of fraud https://uat-phoenix.advisor.ca/advisor-to-client/tax-advisor-to-client/catch-me-if-you-can-shows-the-emotional-side-of-fraud/ Thu, 11 Aug 2016 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/catch-me-if-you-can-shows-the-emotional-side-of-fraud/ In the 1960s, Frank Abagnale Jr. cashed millions of dollars of forged cheques and impersonated a pilot, a doctor and a lawyer, all before he celebrated his 19th birthday. Abagnale Jr., who went on to help authorities catch other frauds, eventually wrote a book about his exploits.

The post Catch Me If You Can shows the sad side of fraud appeared first on Advisor's Edge.

]]> Estate planning resources for B.C. https://uat-phoenix.advisor.ca/advisor-to-client/risk-management/new-estate-planning-resources-for-b-c/ Thu, 05 May 2016 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/new-estate-planning-resources-for-b-c/ Learn about powers of attorney and adult guardianship.

The post Estate planning resources for B.C. appeared first on Advisor's Edge.

]]>